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To: DownSouth who wrote (4143)	8/26/2000 10:52:08 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 10934

That was a cool post, DS, one of the best I've ever encountered on SI. Finding the odd gem justifies the many hours I've wasted reading trader talk. In one of the first posts of yours I read, you commented, I own both EMC and NTAP. NTAP is cheap today. Message 7887382 and then went on to explain why it would be a winner in a series of posts. That was on 2/18/99, and ntap closed at a split adjusted 9.90625. Sometimes I forget just how smart you are, but today's post was a nice reminder. uf

To: DownSouth who wrote (4143)	8/26/2000 12:33:54 PM
From: harmonaronson	Respond to of 10934

DS I want to add my appreciation to you for your well thought-out post on EMC vs. NTAP. I agree with others that posts such as yours makes it worthwhile having to wade through much of the noise to find the few gems that are worth reading carefully and thinking about. Harmon

To: DownSouth who wrote (4143)	8/26/2000 1:47:28 PM
From: Dr. Id	Read Replies (1) \| Respond to of 10934

Jerry, That was a GREAT post. Your best since the earlier NTAP days. (Maybe I just liked it because I could understand it!) You should get another "Cool Post" to increase your lead over the cool postless tekboy. Dr. Id@ofcourseImeantyourbestNTAPpostnotincludingyournarrowmindedjackasspostsonthecurmudgeonthread.com

To: DownSouth who wrote (4143)	8/26/2000 6:30:20 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

I read that guy's post on the Motley Fool and it really smacked as a verbatim paraphrase of EMC's marketing FUD messages: 1. EMC is focusing on NAS and when EMC focuses, it dominates. 2. EMC spends $xB on R&D on storage, no one can keep up. 3. EMC is a NAS/SAN solution 4. NTAP is low-end etc. yadda, yadda, yadda... I think the rebuttal to this "FUD-scud" is: 1. EMC previously took storage business from the sleeping giant IBM. I wouldn't call IBM particulary tough competition at the time. NTAP isn't sleeping or trying to cash-cow old technology. 2. EMC spends $xB on R&D, but as others have also said, how much is really spent on NAS? SANs? Support software etc.? NTAP's R&D is focused. 3. As NTAP said on their last CC, EMC was pooh-poohing NAS up to a year ago and now is trying to position themselves as a SAN/NAS company. It is going to be difficult to try to sell a customer a NAS solution for them, when they have been pushing SAN-piping for so long. I think it was Mendoza that was commenting on this on the conference call. I can imagine the marketing/sales talks almost being "Clinton-esk" to dig themselves out of that hole. 4. NTAP isn't low-end, downsouth already covered that.